Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Oregon Retail Employees Pension Pension Plan
Data updated 2026-08-25
- $983M
- Total assets Above avg plan size
- 23,156
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $42,431
- Avg per participant Low balance/head
Official DOL plan name: Oregon Retail Employees Pension Plan · Sponsored by Board of Trustees, Oregon Retail Employees Pension · Oregon · Retail Trade
$983M in assets, 23,156 participants
Board of Trustees, Oregon Retail Employees Pension's Oregon Retail Employees Pension Plan reported $983M in total assets and 23,156 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,456 in Retail Trade (9,519 peers)
Coverage in Oregon
Oregon Retail Employees Pension Plan covers 23,156 participants in Oregon, 52x the typical Oregon plan (state average ~443 per filing). Assets: $983M.
- #9,456
- in Retail Trade (9,519 peers)
- -15.7%
- assets change YoY
- 9.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $184M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Retail Employees Pension Plan's outsized position by total assets
Oregon Retail Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$982,527,154 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oregon Retail Employees Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Retail Employees Pension Plan is a mega filing (23,156 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 936074377 · Board of Trustees, Oregon Retail Employees Pension PY 2022 · Defined Benefit (Pension)
Oregon Retail Employees Pension Plan · $983M · 23,156 · 99th
- TYPE $983M
- NET 23,156
- BOOK 99th
- VS-ST Defined Benefit (Pension)
- BOY near Advocate Aurora Health Pension Plan
- SCH ind #9456
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Oregon →
Oregon Retail Employees Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $982M |
| Net Income | -$184M |
| Employer EIN | 936074377 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Oregon Retail Employees Pension)
Sponsor-wide plan assets over time
All Board of Trustees, Oregon Retail Employees Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.3B 334.3759346115741% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23,156 | $983M |
| 2023 | 1 | 20,043 | $1.0B |
| 2024 | 4 | 80,440 | $4.3B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Logistics Pension Plan $1.6B · 5,364
- Northwest Sheet Metal Workers Pension Plan $1.4B · 4,602
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan $965M · 3,037
- Precision Castparts Corp. Retirement Plan $918M · 2,212
- Edison Pension Plan $846M · 4,287
Scale composition for Oregon Retail Employees Pension Plan
Oregon Retail Employees Pension Plan reports $983M in end-of-year assets across 23,156 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $42,431 per participant (31% of the national average assets-per-participant) . Net income for plan year 2022 was -$184M.
This plan identity (EIN 936074377, plan #001) has 6 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $983M to $1.1B (+8.2%) while covered participants moved from 23,156 to 19,775 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,156 | $983M | This page |
| 2023 | 20,043 | $1.0B | Open filing |
| 2024 | 19,961 | $1.1B | Open filing |
| 2024 | 18,733 | $983M | Open filing |
| 2024 | 21,971 | $1.2B | Open filing |
| 2024 · index core | 19,775 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Oregon Retail Employees Pension Plan (Defined Benefit (Pension), $1.1B, 19,775 participants)
Oregon Retail Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Advocate Aurora Health Pension Plan in IL ($983M); by covered participants it is University Hospitals Health System, Inc. Retirement Plan in OH (23,502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($983M here).
- Advocate Aurora Health Pension Plan (IL) $983M · 13,168
- Campbell Soup Company Retirement & Pension Plan (NJ) $984M · 2,170
- Salaried Employee Pension Plan for Kapl Employees and Retirees (PA) $985M · 1,004
- 1199seiu Greater New York Pension Fund (NY) $985M · 15,937
Similar participant headcount
Nearest other-state filings by covered participants (23,156 participants); asset peers above are excluded.
- University Hospitals Health System, Inc. Retirement Plan (OH) 23,502 · 346 off
- Exxonmobil Pension Plan (TX) 23,661 · 505 off
- Nationwide Retirement Plan (OH) 22,597 · 559 off
- Merck US Pension Plan (NJ) 23,981 · 825 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.